Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IYMIX (IVY MID CAP GROWTH FUND CLASS I) | 0.37% | 1.81% | 6.86% | 6.55% | 9.66% | 11.75% | NA | 9.99% |
Data as of 06/26/2025, AR inception is 04/10/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IYMIX (IVY MID CAP GROWTH FUND CLASS I) | 04/10/2007 | 06/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.51 | 1.81 | 6.86 | 6.55 | 9.66 | 11.75 | NA | 9.99 | 0.37 | -3.39 | 13.28 | -36.63 | 3.98 | 36.20 | 38.54 | 0.19 | 27.31 | 6.37 | -5.81 | 8.20 | 30.12 | 13.46 | -0.30 | 30.50 | 49.01 | -37.80 | 8.61 |
| Sharpe Ratio | NA | -0.21 | 0.23 | 0.15 | 0.35 | NA | NA | 0.39 | -0.26 | -0.54 | 0.44 | -1.06 | 0.17 | 0.99 | 2.35 | -0.06 | 2.90 | 0.37 | -0.38 | 0.63 | 2.42 | 0.85 | -0.01 | 1.49 | 1.64 | -1.04 | 0.56 |
| Standard Deviation(%) | NA | 23.97 | 23.26 | 23.83 | 22.40 | NA | NA | 22.67 | 29.09 | 18.58 | 20.56 | 35.91 | 22.93 | 36.12 | 15.81 | 19.12 | 9.24 | 16.49 | 15.47 | 13.05 | 12.45 | 15.89 | 28.54 | 20.38 | 29.89 | 36.97 | 16.29 |
| Draw Down(%) | NA | 26.51 | 26.51 | 39.22 | 39.22 | NA | NA | 53.40 | 24.34 | 13.37 | 21.49 | 38.27 | 18.73 | 33.41 | 7.76 | 23.54 | 3.13 | 15.98 | 16.25 | 9.38 | 5.98 | 13.87 | 25.21 | 13.76 | 24.09 | 48.60 | 9.88 |
| Yield(%) | 0.00 | 6.26 | 7.24 | 9.35 | 9.41 | 12.98 | 10.20 | 11.34 | 0.00 | 6.45 | 6.55 | 6.67 | 12.59 | 12.24 | 6.66 | 8.61 | 8.67 | 3.90 | 9.08 | 10.04 | 4.35 | 0.62 | 2.61 | 0.09 | 0.00 | 0.00 | 0.00 |
Data as of 06/26/2025, AR inception is 04/10/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYMIX (IVY MID CAP GROWTH FUND CLASS I) |
-5.12%
Oct 2021 - Oct 2024 |
4.57%
May 2007 - May 2012 |
8.01%
May 2007 - May 2017 |
9.47%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IYMIX (IVY MID CAP GROWTH FUND CLASS I) |
35.46%
Feb 2009 - Feb 2012 |
27.66%
Feb 2009 - Feb 2014 |
18.55%
Feb 2009 - Feb 2019 |
16.33%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart